Executive Director, Private Banker, Swiss Market

Job Summary

As a Private Banker working for J.P. Morgan in Zurich, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Job Responsibilities

• Generate business results and acquire new assets
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand clients' goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset management, portfolio construction and tactical asset allocation shifts, wealth planning, credit- and banking needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, & Skills

• Significant experience in Private Banking working with high net worth individuals across Zurich and surrounding regions, whether that be family-owned businesses and entrepreneurs, executives, single family offices or endowments
• Previous banking experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit & loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent English and German speaker

Preferred Qualifications, Capabilities, & Skills

• Asset allocation / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
• Fluent French and/or Italian speaker

We offer

A dynamic and diverse working environment in a global financial services company. A culture of performance, transparency and partnership fostered by objective, transparent goals and active teamwork.